KFI

Key Financial Inc Portfolio holdings

AUM $541M
1-Year Est. Return 14.01%
This Quarter Est. Return
1 Year Est. Return
+14.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185M
AUM Growth
-$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,188
New
Increased
Reduced
Closed

Sector Composition

1 Technology 15.14%
2 Healthcare 10.22%
3 Financials 5.85%
4 Consumer Discretionary 4.66%
5 Communication Services 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
776
$6K ﹤0.01%
24
777
$6K ﹤0.01%
331
778
$6K ﹤0.01%
275
779
$6K ﹤0.01%
39
780
$6K ﹤0.01%
200
781
$5K ﹤0.01%
30
+14
782
$5K ﹤0.01%
64
783
$5K ﹤0.01%
268
+264
784
$5K ﹤0.01%
117
785
$5K ﹤0.01%
163
786
$5K ﹤0.01%
35
787
$5K ﹤0.01%
38
788
$5K ﹤0.01%
432
789
$5K ﹤0.01%
275
790
$5K ﹤0.01%
333
791
$5K ﹤0.01%
266
792
$5K ﹤0.01%
117
793
$5K ﹤0.01%
750
794
$5K ﹤0.01%
296
+9
795
$5K ﹤0.01%
90
+6
796
$5K ﹤0.01%
96
797
$5K ﹤0.01%
223
798
$5K ﹤0.01%
64
799
$5K ﹤0.01%
89
800
$5K ﹤0.01%
+30